MIM
UMPQ

Montgomery Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Montgomery Investment Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25,687
Closed -$456K – 102
2017
Q1 		$456K Sell
25,687
-687
-3% -$12.2K 0.2% 67
2016
Q4 		$495K Sell
26,374
-765
-3% -$14.4K 0.21% 65
2016
Q3 		$408K Buy
27,139
+1,520
+6% +$22.9K 0.19% 69
2016
Q2 		$396K Buy
+25,619
New +$396K 0.19% 71